AVDE vs. DFIVX
Compare and contrast key facts about Avantis International Equity ETF (AVDE) and DFA International Value Portfolio (DFIVX).
AVDE is a passively managed fund by American Century that tracks the performance of the MSCI World ex-USA IMI Index. It was launched on Sep 24, 2019. DFIVX is managed by Dimensional. It was launched on Feb 14, 1994.
Performance
AVDE vs. DFIVX - Performance Comparison
Loading graphics...
AVDE vs. DFIVX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|---|---|
AVDE Avantis International Equity ETF | 3.18% | 38.05% | 4.88% | 17.18% | -13.68% | 13.62% | 8.26% | 8.07% |
DFIVX DFA International Value Portfolio | 2.99% | 45.24% | 6.87% | 17.83% | -3.51% | 18.57% | -2.13% | 7.86% |
Returns By Period
In the year-to-date period, AVDE achieves a 3.18% return, which is significantly higher than DFIVX's 2.99% return.
AVDE
- 1D
- 3.17%
- 1M
- -7.88%
- YTD
- 3.18%
- 6M
- 8.89%
- 1Y
- 31.90%
- 3Y*
- 17.75%
- 5Y*
- 9.87%
- 10Y*
- —
DFIVX
- 1D
- 0.26%
- 1M
- -8.38%
- YTD
- 2.99%
- 6M
- 11.70%
- 1Y
- 34.52%
- 3Y*
- 21.08%
- 5Y*
- 14.04%
- 10Y*
- 11.29%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
AVDE vs. DFIVX - Expense Ratio Comparison
AVDE has a 0.23% expense ratio, which is lower than DFIVX's 0.30% expense ratio.
Return for Risk
AVDE vs. DFIVX — Risk / Return Rank
AVDE
DFIVX
AVDE vs. DFIVX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Avantis International Equity ETF (AVDE) and DFA International Value Portfolio (DFIVX). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
| AVDE | DFIVX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.88 | 2.03 | -0.15 |
Sortino ratioReturn per unit of downside risk | 2.52 | 2.59 | -0.07 |
Omega ratioGain probability vs. loss probability | 1.39 | 1.40 | -0.02 |
Calmar ratioReturn relative to maximum drawdown | 2.67 | 2.56 | +0.11 |
Martin ratioReturn relative to average drawdown | 10.64 | 11.62 | -0.98 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading graphics...
Sharpe Ratios by Period
| AVDE | DFIVX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.88 | 2.03 | -0.15 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.61 | 0.87 | -0.26 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.63 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.60 | 0.38 | +0.22 |
Correlation
The correlation between AVDE and DFIVX is 0.94, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Dividends
AVDE vs. DFIVX - Dividend Comparison
AVDE's dividend yield for the trailing twelve months is around 2.70%, less than DFIVX's 4.09% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AVDE Avantis International Equity ETF | 2.70% | 2.66% | 3.29% | 3.01% | 2.79% | 2.46% | 1.63% | 0.29% | 0.00% | 0.00% | 0.00% | 0.00% |
DFIVX DFA International Value Portfolio | 4.09% | 4.21% | 3.94% | 4.40% | 3.78% | 4.37% | 2.42% | 3.70% | 6.60% | 2.85% | 3.36% | 3.45% |
Drawdowns
AVDE vs. DFIVX - Drawdown Comparison
The maximum AVDE drawdown since its inception was -36.99%, smaller than the maximum DFIVX drawdown of -66.61%. Use the drawdown chart below to compare losses from any high point for AVDE and DFIVX.
Loading graphics...
Drawdown Indicators
| AVDE | DFIVX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -36.99% | -66.61% | +29.62% |
Max Drawdown (1Y)Largest decline over 1 year | -11.48% | -11.99% | +0.51% |
Max Drawdown (5Y)Largest decline over 5 years | -28.73% | -25.29% | -3.44% |
Max Drawdown (10Y)Largest decline over 10 years | — | -48.11% | — |
Current DrawdownCurrent decline from peak | -7.96% | -8.44% | +0.48% |
Average DrawdownAverage peak-to-trough decline | -6.26% | -12.30% | +6.04% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.88% | 2.75% | +0.13% |
Volatility
AVDE vs. DFIVX - Volatility Comparison
Avantis International Equity ETF (AVDE) has a higher volatility of 7.58% compared to DFA International Value Portfolio (DFIVX) at 6.28%. This indicates that AVDE's price experiences larger fluctuations and is considered to be riskier than DFIVX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading graphics...
Volatility by Period
| AVDE | DFIVX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.58% | 6.28% | +1.30% |
Volatility (6M)Calculated over the trailing 6-month period | 10.90% | 10.36% | +0.54% |
Volatility (1Y)Calculated over the trailing 1-year period | 17.05% | 16.49% | +0.56% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.15% | 16.24% | -0.09% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.94% | 18.06% | +0.88% |